Create a note field for appeals and funds to allow users to add a description of the appeal/fund. This would be incredibly helpful for organizations with dozens of appeals: to add a date range for an appeal, to understand what each appeal is used ...
Having a default value for a custom field would allow for currently blank fields to at least have a value in them, especially if the value is mostly consistent across the organization. It saves time from having to always manually update a field.
Allow the option to give Standard Users access to the NCOA Dashboard to view, update and mark tasks as completed.
The NCOA Dashboard is a great feature and is very helpful for keeping our data up to date. Maintaining the NCOA Dashboard is a data-entry level task, but I am not able to offload the task it to my assistant because giving Administrator Access woul...
Hide specific constituents from some users so that they can't access contact information. Example: Hide a celebrity's support for your organization from most of your team members.
Change username so that you can fix typos, adjust to name changes, or standardize username formats for your organization without deleting & recreating users.
Limit a standard user to only see the constituents they're assigned to
Option to limit a standard user to only see the constituents they're assigned to. Example: A fundraiser could only see the 150 prospects in their portfolio.